Institutional Ownership Ishares Core S&P U.S. Value Et (IUSV)
This table provides information about the institutional ownership of Ishares Core S&P U.S. Value Et (IUSV). We have compiled data on the 812 institutions that hold shares in the stock, with a total of 182 Million shares, which have been reported (via 13F filing form) to have a value of $18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jul 15, 2025 Q2 2025 |
73,408
shares
|
$7.26 Million
6.66% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
72,173
shares
|
$7.14 Million
2.1% of portfolio
|
Q2 2025
Reduced 36.8%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
71,952
shares
|
$7.12 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Canvas Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
69,620
shares
|
$6.89 Million
1.4% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
68,988
shares
|
$6.82 Million
0.63% of portfolio
|
Q2 2025
Added 9.01%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
68,898
shares
|
$6.81 Million
0.09% of portfolio
|
Q2 2025
Added 16.55%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
68,178
shares
|
$6.74 Million
4.59% of portfolio
|
Q2 2025
Added 15.62%
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
65,104
shares
|
$6.44 Million
1.92% of portfolio
|
Q2 2025
Reduced 19.47%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
64,972
shares
|
$6.43 Million
0.04% of portfolio
|
Q2 2025
Added 11.37%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Aug 06, 2025 Q2 2025 |
63,390
shares
|
$6.27 Million
3.03% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
59,945
shares
|
$5.93 Million
0.15% of portfolio
|
Q2 2025
Added 11.33%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
59,823
shares
|
$5.92 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.52%
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
58,194
shares
|
$5.76 Million
3.55% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Jul 28, 2025 Q2 2025 |
57,866
shares
|
$5.72 Million
5.68% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
56,816
shares
|
$5.62 Million
0.78% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
56,695
shares
|
$5.61 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
56,477
shares
|
$5.59 Million
0.14% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
56,006
shares
|
$5.54 Million
0.22% of portfolio
|
Q3 2022
Added 6.71%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
55,924
shares
|
$5.53 Million
0.02% of portfolio
|
Q2 2025
Added 10.37%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
54,991
shares
|
$5.44 Million
0.01% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
54,270
shares
|
$5.37 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
53,657
shares
|
$5.31 Million
0.19% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
53,094
shares
|
$5.25 Million
1.87% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
52,937
shares
|
$5.24 Million
3.15% of portfolio
|
Q2 2025
Added 27.72%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
52,703
shares
|
$5.21 Million
0.46% of portfolio
|
Q2 2025
Reduced 4.66%
|